This award-winning commercial law firm is renowned for delivering exceptional legal expertise, strategic business guidance, and unwavering dedication to clients and colleagues. The firm provides a comprehensive range of legal services to businesses and individuals, encompassing asset protection, business growth strategies, and legacy planning.
The Challenge
The law firm provides an innovative service that evaluates businesses' readiness for acquisition. This offering required extensive manual effort, as the firm’s lawyers meticulously reviewed and assessed a tranche of client documents to determine sale readiness. The process was time-intensive, often taking several days to a week or more.
To address this challenge, the firm sought to streamline and automate the process using AI. However, they required a trusted, scalable, and secure generative AI platform, rather than relying on public tools. Recognising Kalisa as the most secure and reliable option, the firm chose it to drive this transformation.
The Solution
The firm leveraged several components from the Kalisa platform to ensure increased efficiency, security and scalability.
Automating Document Review with Kalisa Workspaces and Workflows
Kalisa transformed the firm’s document review process by eliminating the need for time-consuming manual analysis. The firm now uploads all relevant client data into Kalisa’s secure environment. Using Kalisa Workflows, the team asks structured questions of this data, and the platform generates detailed, automated reports. Lawyers then review these reports, improving both efficiency and accuracy.
Streamlining Internal Queries with GenAI Chat Agents
To streamline internal operations, the law firm utilised Kalisa’s chat agents to create highly reliable, subject-matter expert chat agents. By uploading comprehensive information, including policies, regulations, and procedures, the firm established a trusted knowledge base. Staff can now ask the chat agents questions and receive expert answers on policies, procedures, and other firm-specific details, ensuring consistent and dependable access to critical information.
For example, when asked, “What steps should I follow when onboarding a new client under our compliance policy?”, the AI agent provides a precise, step-by-step response based on the firm’s official procedures.
Or, if asked, “How do I submit a request for parental leave?”, the agent delivers an accurate answer drawn directly from the HR policy, ensuring staff receive clear, consistent guidance.
The Impact
Using Kalisa, the firm has:
- Significant Time Savings: Reduced document review time from several days to just a matter of hours.
- Improved Client Experience: Enhanced client satisfaction through faster, more efficient services.
- Business Model Innovation: Enabled the transition to fixed-fee or subscription-based services.
- Unparalleled Security: Kalisa’s secure generative AI platform ensures client data is fully protected and never used to train AI models, safeguarding confidentiality and compliance.
